Shopmonkey

Being mobile, having a cloud based software that had a professional look, inventory, matrixes and great features was essential. I enjoy working with another startup and seeing all the new features coming out.

I do seem to get glitches in the software when new features roll out but they disappear quickly. Any issues I have had that needed me to talk with support have been solved within minutes unlike my last software that never fixed the one issue I had.

This software is the foundation that allows my business to operate. Highlights for me (running a custom van conversion shop):

- Being able to speak to customers in a threaded message system with email and SMS - so good. Allows you to quickly pull up a conversation thread when the customer calls or drops in, and in an instant refreshes your memory on what you last talked about. Essential when you have many leads, and a complicated product or service where it is not straight forward and there is a lot of communication needed with the customer

- The 'board' view in the workflow tab. Another great feature where you can progress customer projects from left to right in a Kanban style. Instantly see what where projects are at and triage/prioritize.

- Tech time clocks. Self explanatory, but a life saver and yet 3rd party app eliminated! Techs can just clock in and clock out and it gives me as the owner, total granular detail on what projects took a long time, and where improvements need to be made

- Integration with Quickbooks. As as long time small business owner, I have always loved using Quickbooks, so when I found out that Shopmonkey integrates (really well) will Quickbooks, I was very pleased. All of the front end dealings with customers can happen in SM, and then when they are all paid, it auto updates and ties everything back to QBO. Amazing!

Can't recommend this product enough.

The inventory management and ease of sending out POs to vendors needs some improvement. The basics are there, but some additional functionality would be good.